E-signature
E-signature
functionality offers a simple way of facilitating and completing a transaction.
Get rid of traditional ink-on-paper signatures and reduce the amount of
material required to complete a transaction. Your customer doesn’t have to fax
documents with handwritten signatures. They can use ‘click-to-sign method’ from
any device to complete the signing process. By this method, the signature will
be captured in a standard font. So when you send a quote via CPQ software, your customer will get the
flexibility to do e-signatures.
Reporting and Analytics
This feature
will help you to monitor your company’s growth in terms of revenue. It will
deliver timely and actionable information to your sales team. It will help you
to analyze valuable data such as quote history. Find out what is the average
time required to complete a quote, quote acceptance/rejection rate etc. You can
also track and analyze new trends in quotes created and won. All this can help
to track your revenue, monitor your sales team’s performance. In short, the
‘reporting and analytics’ feature provides detailed insights about your
company’s sales pipeline and performance.
Integration
Configure price quote software has been designed to easily integrate
with some of the most popular CRM and accounting systems. So whether you are
using Salesforce to meet your CRM needs or QuickBooks for your accounting
purpose, you can easily connect it to your CPQ tool. As a result, you can
easily incorporate the CPQ tool into your business. The integration will ensure
seamless flow of data between two systems. So transfer of information from one
system to another is just a mouse click away.
Attachments
When you are
sending a quote to the customer, the Configure pricequote solution allow you to add a variety of attachments to the
quote. For instance you can attach product collaterals such as brochures that
reveal your product portfolio, special discounts etc., which you are offering.
You can attach these documents in various formats that include HTML and PDF.
The tool also enables you to add video that tell more about your business.
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